Estate Plan David Ortiz Financial Advisor


Estate Plan David Ortiz Financial Advisor

Work with me to create a comprehensive estate plan that takes care of your interests in the case of an accident, injury, or other situation where you are no longer able to care for yourself, and that directs the disposition of your assets following your death. If you do not have an estate plan the time for action is now. If your current plan was created before 2013, you may be in danger of having an outdated plan.



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